Setup QuickBooks Online

Before you can access data from users using QuickBooks Online for their accounting, you need to set up a QuickBooks Online integration in the Railz Dashboard™. You'll need to:

  • Register a new application on Intuit's developer portal.
  • Enter details about your app and complete the app assessment questionnaire.
  • Intuit reviews your questionnaire to ensure your app meets their platform requirements. If your app is approved, you can access your keys to enable your integration.
  • Add your secure keys to Railz.

Register your Application

  1. Visit https://developer.intuit.com/ and sign in or create an account.
  2. When you're logged in, in the top navigation select My Apps.
  3. Click + Create an app.
QuickBooks Online - Dashboard. Click to Expand.QuickBooks Online - Dashboard. Click to Expand.

QuickBooks Online - Dashboard. Click to Expand.

  1. Select QuickBooks Online and enter your app name.
  2. Under Select a scope, select Accounting, and then select Create App.
QuickBooks Online - Create an App. Click to Expand.QuickBooks Online - Create an App. Click to Expand.

QuickBooks Online - Create an App. Click to Expand.

  1. In the Keys & OAuth sub-menu of Production find Keys for use in Production. The Production Keys requirements page is displayed.

❗️

Railz production environment connects to Quickbook's production environment only.
For this connection to work, you must use your Production Keys.

  1. Add the requested details described in the Add details about your app checklist.
  2. Complete the app assessment questionnaire as described below.
  3. When you've completed the requirements, the Keys & OAuth page for production is displayed. Copy your Client ID and Secret. You'll need these for a later stage in this process.
QuickBooks Online - App Details. Click to Expand.QuickBooks Online - App Details. Click to Expand.

QuickBooks Online - App Details. Click to Expand.

  1. In the Redirect URIs section click Add URI and add the URI for the Production environment https://auth.railz.ai/quickbooks/
QuickBooks Online - Redirect URIs. Click to Expand.QuickBooks Online - Redirect URIs. Click to Expand.

QuickBooks Online - Redirect URIs. Click to Expand.

Complete the App Assessment Questionnaire

Before you can access your application's production keys, you must complete an app assessment questionnaire. Intuit will review your answers to make sure your app meets their publishing requirements and guidelines.

QuickBooks Online - Production Keys Checklist. Click to Expand.QuickBooks Online - Production Keys Checklist. Click to Expand.

QuickBooks Online - Production Keys Checklist. Click to Expand.

To access the questionnaire:

  1. Click Go to the app assessment questionnaire at the bottom of the page.
  2. Enter your answers then submit the questionnaire to Intuit.
  3. In most cases, Intuit's assessment process is fast. After successfully submitting the questionnaire and providing all other required information, production keys will be unblocked. If not, you’ll be prompted with a request for additional information and the next steps by Intuit. If you are unable to meet Intuit requirements, access to production keys will be blocked.

📘

App Assessment for Existing Production Apps

If you're an existing user of QuickBooks Online integration and already have access to production data, Intuit will email you a link to the app assessment questionnaire. You will be blocked from accessing your app or other areas of the dashboard until all the required information has been provided.

Add your Secure Keys to Railz

  1. Open the Railz Dashboard™ and log in.
  2. In the left sidebar navigation menu, go to Integrations > Accounting.
  3. Scroll down to the QuickBooks Online integration and click Manage.
Railz Accounting Integration. Click to Expand.Railz Accounting Integration. Click to Expand.

Railz Accounting Integration. Click to Expand.

  1. Paste in your Client ID and Client Secret, and then click Save changes.
Railz Manage Accounting Integration. Click to Expand.Railz Manage Accounting Integration. Click to Expand.

Railz Manage Accounting Integration. Click to Expand.

  1. Enable your integration. Go back to Integrations > Accounting, and use the toggle to update the QuickBooks Online integration from Disabled to Enabled.

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